Elevate LLC, a national platform for accounting, tax, and advisory firms, has joined forces with Gilmore Advisors LLC, the non-attest business of San Mateo–based Gilmore & Associates, LLP, in a partnership that became effective. This marks Elevate’s second strategic and capital collaboration, following its recent partnership with TYS LLP, and represents another step in building a next-generation platform for professional services firms.
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Founded by Kevin Gilmore, CPA, Gilmore & Associates has been a trusted advisor to entrepreneurs, privately held businesses, nonprofits, and high-net-worth families in the San Francisco Peninsula and greater Bay Area for more than 20 years. Known for its depth in tax planning, audits, nonprofit and construction services, and estate and trust management, the firm has built a reputation for high-touch, personalized service. The partnership with Elevate preserves the independence of the CPA practice while giving Gilmore & Associates access to Elevate’s technology, resources, and growth platform.
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Kevin Gilmore, Managing Partner of Gilmore & Associates, said, “Partnering with Elevate allows us to bring even more resources to our clients while keeping the close-knit, high-touch service that has always defined our firm. We can stay true to our roots while creating new opportunities for our team and our clients.”
Sanjay Agarwal, CEO and Managing Partner of Elevate, added, “Gilmore & Associates exemplifies the kind of partner we look for strong leadership, deep expertise, and a meaningful community presence. Coming right after our collaboration with TYS Advisors, this partnership further strengthens our mission to empower exceptional firms to thrive in the evolving accounting and advisory landscape.”
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Phil Whitman, CEO of Whitman Transition Advisors, who advised on the transaction, noted, “Gilmore & Associates had multiple offers from investor-backed suitors, but they chose Elevate because of its long-term vision, unique strategic model, and commitment to preserving firm culture. Elevate is building something different a platform that allows firms to grow while remaining true to who they are.”
As part of the transaction, Gilmore & Associates LLP will adopt an alternative practice structure to comply with regulatory standards. Tax and advisory services will now be delivered through Gilmore Advisors LLC, while attest services will continue under Gilmore & Associates LLP, an independently owned and licensed CPA firm. This structure ensures clients continue to receive the same trusted service while tapping into new growth opportunities and resources.
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